DuPont vs Steel Dynamics

DuPont de Nemours Inc and Steel Dynamics Inc are compared on this page to illuminate how each company operates. The content covers business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

DuPont de Nemours Inc and Steel Dynamics Inc are compared on this page to illuminate how each company operates. The content covers business models, financial performance, and market context in a neutr...

Comparison Snapshot

Key Financial Metrics

DD

Metric

STLD

$20.55B

Market Cap

$27.99B

-1.99%

Potential Profit

-2.89%

Buy

Analyst Rating

Buy

Why It's Moving

STLD Stock Warning: Why Analysts See -7% Downside Risk

Recent Q4 earnings topped EPS expectations, boosting premarket optimism, but revenue shortfall exposed vulnerabilities in pricing power amid fluctuating market conditions.
Stock hit an all-time high of $202.91 recently, up 97% from 52-week lows, yet reversed with a 3.05% drop as steel demand concerns mounted.
Analysis flags slight overvaluation at current levels despite strong financial health, 22 years of dividends, and robust 62% one-year returns, prompting -7% downside cautions.

Sentiment:

🐻Bearish

STLD Stock Warning: Why Analysts See -7% Downside Risk

Recent Q4 earnings topped EPS expectations, boosting premarket optimism, but revenue shortfall exposed vulnerabilities in pricing power amid fluctuating market conditions.
Stock hit an all-time high of $202.91 recently, up 97% from 52-week lows, yet reversed with a 3.05% drop as steel demand concerns mounted.
Analysis flags slight overvaluation at current levels despite strong financial health, 22 years of dividends, and robust 62% one-year returns, prompting -7% downside cautions.

Sentiment:

🐻Bearish

Investment Analysis

DuPont

DD

Pros

DuPont recently raised full-year 2025 adjusted EPS guidance, signalling management confidence in operational momentum and profitability improvement.
The company is expanding in high-growth sectors such as medical packaging, biopharma, and semiconductor technologies, diversifying revenue streams.
DuPont announced a $2 billion share repurchase programme, reflecting a commitment to returning capital to shareholders.

Considerations

Q3 2025 revenue and EPS missed analyst expectations, with revenue 6% below consensus, indicating potential near-term operational headwinds.
The stock has underperformed despite solid underlying results, suggesting investor concerns beyond earnings, possibly linked to softer construction and shelter markets.
Q4 2025 guidance projects both revenue and EPS significantly below consensus, pointing to weaker-than-expected end-of-year performance.

Steel Dynamics

STLD

Pros

Steel Dynamics benefits from a leading cost position in North American steel production, supporting consistent profitability even during industry downturns.
The company maintains a disciplined capital return policy, with a sustainable payout ratio and a modest but stable dividend yield.
Steel Dynamics operates a vertically integrated model with recycling capabilities, enhancing operational efficiency and environmental sustainability.

Considerations

The stock price has recently declined, reflecting broader sector pressures and potential cyclical risks inherent to the steel industry.
Earnings are highly sensitive to fluctuations in global steel prices and demand, exposing investors to commodity market volatility.
Steel Dynamics faces regulatory and environmental scrutiny common to heavy industry, which could impact future capital expenditures and operating costs.

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About The Companies

DuPont (DD)

DuPont de Nemours, Inc. (DD) is a diversified chemicals and materials company supplying advanced solutions to industries including electronics, transportation, construction and water treatment. With a roughly $33.98bn market capitalisation, DuPont develops and sells speciality polymers, engineered materials, filtration and separation technologies, and chemical intermediates used in manufacturing and high-tech applications. Investors typically watch DuPont for product innovation, margin expansion through higher-value materials, and strategic portfolio moves such as acquisitions or divestments. The business has exposure to cyclical end markets, commodity costs and regulatory matters that can affect near-term results. While the company aims for steady cash generation and reinvestment into R&D, performance can vary with global demand, raw‑material prices and trade dynamics. This summary is for educational purposes only and not personalised investment advice; values can rise or fall and past performance is not a guide to the future. Consider your own objectives and consult a qualified adviser before acting.

Steel Dynamics (STLD)

Steel Dynamics, Inc. (STLD) is a U.S.-based steel producer and metals recycler known for a mix of flat-rolled, structural and engineered steel products, alongside metal recycling and fabrication services. With a market capitalisation of about $22.64 billion, the company operates integrated mills and electric arc furnaces that can offer cost flexibility versus traditional blast-furnace producers. Investors often watch STLD for its exposure to cyclical demand in construction, automotive and manufacturing, its focus on operational efficiency and its cash-generative history. Key considerations include sensitivity to steel prices, raw material and energy costs, and broader economic cycles. Steel Dynamics has pursued capacity expansions and vertical integration, which can support margins in favourable markets but add execution risk. This summary is educational and not personal financial advice; values can rise and fall and past performance is not a guide to the future. Investors should assess suitability for their objectives and consider professional advice.

Steel Dynamics (STLD) Next Earnings Date

Steel Dynamics (STLD) is scheduled to report its next earnings on April 28, 2026, covering the first quarter of 2026 (Q1 2026). This date aligns with the company's historical late-April reporting pattern for Q1 results, following the recent Q1 2026 release on January 26, 2026. Investors should monitor official announcements for any adjustments to this timeline.

Steel Dynamics (STLD) Next Earnings Date

Steel Dynamics (STLD) is scheduled to report its next earnings on April 28, 2026, covering the first quarter of 2026 (Q1 2026). This date aligns with the company's historical late-April reporting pattern for Q1 results, following the recent Q1 2026 release on January 26, 2026. Investors should monitor official announcements for any adjustments to this timeline.

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Comparison Snapshot

Why It's Moving

STLD Stock Warning: Why Analysts See -7% Downside Risk

STLD Stock Warning: Why Analysts See -7% Downside Risk